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Castleview Partners’s Invesco Water Resources ETF PHO Stock Holding History

Castleview Partners’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-623
Closed -$40.7K – 448
2024
Q4 		$40.7K Buy
623
+63
+11% +$4.39K 0.02% 366
2024
Q3 		$39.5K Sell
560
-497
-47% -$33.8K 0.02% 355
2024
Q2 		$68.6K Buy
+1,057
New +$69.5K 0.04% 287

Other funds holding PHO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

Castleview Partners's PHO Position: Q1 2025 in Review

Castleview Partners sold out of Invesco Water Resources ETF (PHO) in Q1 2025, closing a stake of 623 shares — an estimated $40.7K sold.

Castleview Partners first reported a position in PHO in Q2 2024 and held it in 3 quarters. The position peaked at $68.6K in Q2 2024. 374 funds tracked by Wall St. Rank hold PHO as of Q1 2025.

  • Castleview Partners reported no remaining Invesco Water Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 623 Invesco Water Resources ETF shares in Q1 2025, an estimated $40.7K.
  • Castleview Partners first reported a position in Invesco Water Resources ETF in Q2 2024 and held it in 3 quarters.
  • Castleview Partners's Invesco Water Resources ETF position peaked at $68.6K in Q2 2024.
  • 374 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.